Lead Generation Executive – BFSI

Finnovate; Maharashtra; On-site; INR 360,000 - 540,000; Full time

Benefits offered by this job

Monday to Friday

(2 Saturdays off)

Job summary

Finnovate is India’s largest financial planning platform, dedicated to helping professionals achieve their financial goals with discipline and clarity. You will prospect leads, research prospective customers, and drive outbound outreach to convert interest into meetings.

You will work with a dynamic team, manage leads in CRM tools, and build relationships with corporate clients while contributing to business development initiatives in a fast-growing fintech environment.

Qualifications

• Graduate or postgraduate in any field.
• Fresher or 1–2 years experience.
• Strong written and verbal communication skills.
• Excellent convincing and interpersonal skills.
• Ability to work independently and as part of a team.
• Prior experience in lead generation, email outreach or corporate sales is a plus.
• Proficiency in using email tools, CRM software, and social media platforms.

Responsibilities

• Prospect leads through relevant online and offline channels.
• Research prospective customers to identify effective outreach strategies.
• Qualify leads based on interest, potential, and relevance.
• Initiate cold calls, emails, and other outbound communications to engage leads.
• Manage and track leads throughout the sales pipeline.
• Organize and maintain lead data using CRM tools.
• Build and nurture relationships with potential corporate clients.
• Send compelling outreach emails and follow-ups to convert interest into meetings.
• Support business development initiatives with accurate lead insights and data.

Skills

Lead generation

Outbound outreach

CRM proficiency

Communication

Teamwork

Email tools

Social media outreach

Education

Graduation or higher

Tools

CRM software

Email tools

Social media platforms

Job description

Finnovate is India’s largest financial planning platform, dedicated to helping professionals achieve their financial goals with discipline and clarity. Through our proprietary FinnFit™process, we have guided over 3,500 professionals and their families toward structured, purposeful financial lives. As a SEBI-registered, zero-commission, product-agnostic advisory firm, we deliver unbiased solutions through expert advisors and a transparent technology platform—making Finnovate the destination for exceptional talent eager to shape the future of financial planning.

With over USD 3 million raised from marquee investors and a newly secured SEBI PMS license, Finnovate is entering an exciting growth phase. This is where you can contribute ideas across the spectrum, operate with entrepreneurial freedom, and grow into a core member of a truly customer-first team. At Finnovate, you’ll find the unique opportunity to align your career with your strengths and aspirations while building long‑term impact in India’s evolving financial landscape.

Requirements

• Prospect leads through relevant online and offline channels.
• Research prospective customers to identify the most effective outreach strategies.
• Qualify leads based on interest, potential, and relevance.
• Initiate cold calls, emails, and other outbound communications to engage leads.
• Manage and track leads throughout the sales pipeline.
• Organize and maintain lead data using CRM tools.
• Build and nurture relationships with potential corporate clients.
• Send compelling outreach emails and follow-ups to convert interest into meetings.
• Support business development initiatives with accurate lead insights and data.

Qualification & Certification:

• Graduate/Post Graduate in any field.

Experience & Skills Set:

• Fresher graduate or 1-2 years of experience
• Strong written and verbal communication skills.
• Excellent convincing and interpersonal skills.
• Ability to work independently and as part of a team.
• Prior experience in lead generation, email outreach, or corporate sales is a plus.
• Proficiency in using email tools, CRM software, and social media platforms.

Benefits

• Monday to Friday
• (2 Saturdays off)